Arete Wealth Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Arete Wealth Advisors’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.52M	Buy	+21,506	New	+$3.22M	0.23%	102
2026 Q1	–	Sell	-24,456	Closed	-$3.16M	–	351
2025 Q4	$3.16M	Sell	24,456 -996	-4%	-$129K	0.22%	109
2025 Q3	$3.21M	Buy	25,452 +7,288	+40%	+$860K	0.2%	102
2025 Q2	$2.04M	Buy	+18,164	New	+$1.78M	0.14%	142

Other funds holding IGM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arete Wealth Advisors's IGM Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 21,506 shares worth $3.52M. The stake represents 0.23% of the portfolio and ranks #102 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in IGM as recently as Q4 2025.

Arete Wealth Advisors first reported a position in IGM in Q2 2025 and has held it in 4 quarters since. 560 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

Arete Wealth Advisors held 21,506 shares of iShares Expanded Tech Sector ETF worth $3.52M as of Q2 2026.
iShares Expanded Tech Sector ETF was a new Arete Wealth Advisors position in Q2 2026.
iShares Expanded Tech Sector ETF made up 0.23% of Arete Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Arete Wealth Advisors first reported a position in iShares Expanded Tech Sector ETF in Q2 2025 and has held it in 4 quarters since.
560 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.